See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,872 | $138,044-71.1% | $125,339-68.2% | $134,475-70.3% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -20.00% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $537 | $5,243-89.8% | $4,814-88.8% | $4,740-88.7% |
| Participant deferral / active EE | $7,121 | $7,799-8.7% | $7,446-4.4% | $6,400+11.3% |
| Admin fee / account holder | $172 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |